AI Strategy Assistant
AI Strategic Assistant—
Instructionized automatic transactions
Suitable for you with existing strategy concepts
core function
Masquant AI Strategy Assistant
Use natural language to input transaction logic, for example: “When RSI is less than 30, you will break through MA20, and the AI strategy assistant will analyze the semantics in real time and automatically generate strategies.
Built-in common technical indicators, quickly establish the entry and exit logic of strategies, save you the trouble of writing complex formulas.
According to the policy logic you entered, the AI Policy Assistant will prompt whether the key conditions are omitted, such as stop loss, time frame, etc., and produce a complete logic summary to help you step by step to confirm whether the policy meets expectations.
Validate the profit and loss potential and risks of the new strategy through historical data, help you evaluate the winning rate, expectations and maximum pullback of the strategy before investing in real funds, and avoid relying on intuition or luck to bear unnecessary losses. Backtesting supports dynamic charts to help you test the stability and optimization direction of the strategy.
Intuitive charts show earnings curve, maximum profit and loss, to help you grasp the risks in different market situations before placing an order.
Vernacular Setting Strategic Ideas
Technical Indicator Assisted Selection
AI wisdom strengthens strategic logic
Strategy history backtest validation
risk vision
Masquant AI Strategy Assistant
Three steps to start trading
1. Register a Masquant account and select the usage plan
2. Use the AI strategy assistant to establish a personalization strategy and download the transaction execution file
3. Connect to your broker’s MT5 account and start automated trading
1. Register a Masquant account and select the usage plan
2. Use the AI strategy assistant to establish a personalization strategy and download the transaction execution file
3. Connect to your broker’s MT5 account and start automated trading
Verify each set of trading strategies in a way closer to the real market
Masquant backtest engine
Closer to the real market, verify each set of trading strategies
Masquant backtest engine
MasQuant has a built-in professional backtesting engine, which integrates historical data, real-time market conditions and simulated transactions, allowing you to complete the complete verification of the strategy through the process of approaching the real market before the strategy is deployed.
Masquant backtest engine
core function
Data source and security management
With compliance, information security and transparency as the core, Masquant creates an international quantitative trading platform that allows investors, strategy developers and trading teams and B2B partners to use it with peace of mind.
Support major major brokerages
European and Global Exchange Data Support
Masquant currently integrates financial market data with the MT5 environment.
Support major global brokerages
Support Brokerage
MASQUANT platform — support 90% of the world’s brokers
MasQuant platform —
Support 90% of brokers in the world
Support 90% of the world’s securities companies, and there are more lists that cannot be listed in all
Support products
Masquant platform supports CFD mainstream products
EURUSD
GBPUSD
audusd
usdcad
usdchf
nzdusd
EURGBP
xauusd
More products are expanding…
support market
Masquant platform support market type
Enterprise-level security mechanism
Adopt a high-standard enterprise-level information security mechanism, do not operate on behalf of, do not transmit sensitive data, do not access customer accounts, all transactions and operations are completed in your control.
System Compatibility Description
Currently only supported for Windows computers:MasQuant transaction-related functions currently mainly support Windows computers, including policy execution file download, MT5 connection, automatic transaction setting and policy execution and other functions.
If you need to use the following functions, use the Windows PC
Currently not supported
The MasQuant team will continue to evaluate support for more platforms
In order to ensure the function of policy execution, MT5 connection and automatic transaction function, it is recommended to use a Windows computer for installation, setup and operation. The Masquant team will continue to evaluate the possibility of more platforms support, and will be announced separately if macOS or other systems are supported in the future.
faq
Frequently Asked Questions
AI Policy Assistant Frequently Asked Questions
Who is the AI strategy assistant suitable for?
The AI Trading Assistant is built for traders who already have a trading idea, entry/exit conditions, or a technical-indicator concept in mind, but don't want to write the code themselves.
Just describe your strategy logic in plain language, and the system will help organize, refine, and turn it into backtestable strategy content.
Just describe your strategy logic in plain language, and the system will help organize, refine, and turn it into backtestable strategy content.
Can I describe the transaction logic directly in the vernacular?
Yes. You can enter your strategy idea in plain language, such as "enter when RSI is below 30, exit when price breaks above MA20."
The AI Trading Assistant will parse the meaning and organize it into strategy logic you can review and backtest.
The AI Trading Assistant will parse the meaning and organize it into strategy logic you can review and backtest.
Will the AI Policy Assistant help me check if the policy logic is complete?
Based on what you enter, the AI Trading Assistant flags key conditions you may have missed — such as entry, exit, stop-loss, take-profit, or timeframe — and helps produce a logic summary.
You'll still need to confirm for yourself that the finished strategy matches what you intended.
You'll still need to confirm for yourself that the finished strategy matches what you intended.
Will the AI Strategic Assistant automatically make up for risk control?
The AI Trading Assistant can help remind you of stop-loss, take-profit, timeframe, and other risk-control conditions to make your strategy logic more complete.
Which risk-control settings to actually use is still something you need to confirm based on your own capital size, risk tolerance, and trading environment.
Which risk-control settings to actually use is still something you need to confirm based on your own capital size, risk tolerance, and trading environment.
Can the policies generated by AI directly place an order?
Once an AI-generated strategy has been confirmed, backtested, and deployed, it can be used for simulated or live trading in the ways the platform supports.
Before actual use, please review the strategy content, backtest results, risk performance, and trading environment, and decide for yourself whether to adopt it.
Before actual use, please review the strategy content, backtest results, risk performance, and trading environment, and decide for yourself whether to adopt it.
Can the strategy after AI generation be modified?
If you need to adjust the conditions after a strategy has been generated, we recommend re-entering the updated description and regenerating it.
Before going live, please refer to the editing and saving functions shown in the current product interface.
Before going live, please refer to the editing and saving functions shown in the current product interface.
What risk information can be seen after the back test?
After backtesting, you can review win rate, returns, maximum drawdown, trade history, and other performance metrics; if the page offers risk visualization, charts can also show the equity curve, maximum gain, and maximum loss.
For the exact fields displayed, please refer to your product version.
For the exact fields displayed, please refer to your product version.
Do I need to be able to write programs when using AI Policy Assistant?
No coding required. The AI Trading Assistant works primarily through natural language and a web interface, so users without a programming background can build strategies, run backtests, and view results.
If you need more advanced development integration, check out our API & Developer Tools separately.
If you need more advanced development integration, check out our API & Developer Tools separately.
The first time to use AI Strategy Assistant, how to start?
We recommend starting with a simple, clearly describable strategy idea — for example, entry conditions, exit conditions, and risk-control conditions.
The workflow is: enter your strategy idea → review the logic organized by AI → run a backtest → save the strategy → deploy to a simulated or live trading environment as needed.
The workflow is: enter your strategy idea → review the logic organized by AI → run a backtest → save the strategy → deploy to a simulated or live trading environment as needed.
Does the content generated by the AI strategy assistant count as investment advice?
No. The AI Trading Assistant provides strategy-building and analysis assistance — it is not investment advice, advisory services, discretionary management, or a profit guarantee.
Whether to adopt a strategy, how to set parameters, and whether to trade with real funds remain the user's own decisions and responsibility, carrying the associated trading risk.
Whether to adopt a strategy, how to set parameters, and whether to trade with real funds remain the user's own decisions and responsibility, carrying the associated trading risk.
About the backtest engine
What is the Masquant backtest engine?
The MASQuant Backtest Engine validates strategy performance under near-real market conditions before deployment, using historical data, live-market logic, and simulated trading flows.
It's not just a historical performance readout — it gives you a consistent workflow to manage strategies all the way from generation and backtesting through simulation, deployment, and performance tracking.
It's not just a historical performance readout — it gives you a consistent workflow to manage strategies all the way from generation and backtesting through simulation, deployment, and performance tracking.
What is the difference between Masquant backtesting and general only looking at historical performance?
Standard historical performance is mostly a backward-looking snapshot; the MASQuant Backtest Engine instead brings data integration, format conversion, technical-indicator calculation, the trading model, simulated order execution, and simulated fills together in a single framework.
This lets a strategy be validated, before deployment, in a way that more closely mirrors the real trading process.
This lets a strategy be validated, before deployment, in a way that more closely mirrors the real trading process.
Why do backtesting and real trading use a consistent transaction architecture?
When backtesting and live trading use different data-processing methods or different execution pipelines, a strategy can show a performance gap once it goes live.
MASQuant routes both historical data and live market data through the same data-integration pipeline before format conversion and indicator calculation, narrowing the technical gap between backtest and live trading.
MASQuant routes both historical data and live market data through the same data-integration pipeline before format conversion and indicator calculation, narrowing the technical gap between backtest and live trading.
Will the backtest engine simulate trading behavior?
MASQuant's backtest architecture doesn't just simulate price — it also incorporates simulated order execution and fill flows, helping strategy tests more closely mirror real trading execution.
For the exact fill logic, latency, slippage, and market-friction factors supported, please refer to the product version and official technical documentation.
For the exact fill logic, latency, slippage, and market-friction factors supported, please refer to the product version and official technical documentation.
What performance indicators can you see in the backtest?
Backtest performance data currently available includes number of trades, profit/loss ratio, win rate, maximum drawdown, total return, annualized cumulative return, and Sharpe ratio.
For the exact fields displayed, please refer to the current version's page.
For the exact fields displayed, please refer to the current version's page.
What does the backtest report contain?
A backtest report typically includes backtest data, performance metrics, risk metrics, charts, trade history, and a strategy summary.
This information helps you judge whether a strategy has long-term viability, rather than looking only at a single win or loss.
This information helps you judge whether a strategy has long-term viability, rather than looking only at a single win or loss.
How long is the backtest of historical data supported?
Backtesting currently supports up to five years of historical data.
The available historical data range depends on the current product version, instrument support, and data source. For the exact backtestable period, please refer to what's shown in the product.
The available historical data range depends on the current product version, instrument support, and data source. For the exact backtestable period, please refer to what's shown in the product.
Can the strategy be retested and optimized repeatedly?
Yes. Once a strategy is built, you can backtest it with historical data, then move into simulated trading for validation, and only then evaluate whether to deploy it to a live trading environment.
This creates an iterative strategy-development workflow, letting you repeatedly test, adjust, and compare different strategy versions.
This creates an iterative strategy-development workflow, letting you repeatedly test, adjust, and compare different strategy versions.
Do I need to rewrite the transaction program from back-test to real deployment?
MASQuant designs backtesting, simulation, and live trading within a single unified framework, specifically to reduce the rewrite cost and process gaps as a strategy moves from testing to deployment.
The exact deployment method still depends on the product version, broker environment, and MT5 configuration.
The exact deployment method still depends on the product version, broker environment, and MT5 configuration.
How can I tell if a strategy is worth deploying?
At minimum, we recommend evaluating together: whether the backtest results are stable, whether the risk falls within an acceptable range, whether the instrument and market conditions match your expectations, whether your capital and risk tolerance are a good fit, and whether you're satisfied with the simulated-account test results.
If any of these remain unclear, we recommend holding off on live trading.
If any of these remain unclear, we recommend holding off on live trading.
How long is the backtest of historical data supported?
Backtesting currently supports up to five years of historical data.
The available historical data range depends on the current product version, instrument support, and data source. For the exact backtestable period, please refer to what's shown in the product.
The available historical data range depends on the current product version, instrument support, and data source. For the exact backtestable period, please refer to what's shown in the product.
Can the strategy be retested and optimized repeatedly?
Yes. Once a strategy is built, you can backtest it with historical data, then move into simulated trading for validation, and only then evaluate whether to deploy it to a live trading environment.
This creates an iterative strategy-development workflow, letting you repeatedly test, adjust, and compare different strategy versions.
This creates an iterative strategy-development workflow, letting you repeatedly test, adjust, and compare different strategy versions.
Do I need to rewrite the transaction program from back-test to real deployment?
MASQuant designs backtesting, simulation, and live trading within a single unified framework, specifically to reduce the rewrite cost and process gaps as a strategy moves from testing to deployment.
The exact deployment method still depends on the product version, broker environment, and MT5 configuration.
The exact deployment method still depends on the product version, broker environment, and MT5 configuration.
How can I tell if a strategy is worth deploying?
At minimum, we recommend evaluating together: whether the backtest results are stable, whether the risk falls within an acceptable range, whether the instrument and market conditions match your expectations, whether your capital and risk tolerance are a good fit, and whether you're satisfied with the simulated-account test results.
If any of these remain unclear, we recommend holding off on live trading.
If any of these remain unclear, we recommend holding off on live trading.
Does the backtest results mean that the future will definitely make money?
No, it does not. Historical performance, backtest data, and illustrative results are provided only to help you understand a strategy's logic and risk characteristics — they should not be taken as a guarantee of future performance.
Real markets remain subject to volatility, liquidity, slippage, broker execution conditions, and other factors beyond anyone's control.
Real markets remain subject to volatility, liquidity, slippage, broker execution conditions, and other factors beyond anyone's control.
What is the difference between backtesting and simulated trading?
Backtesting uses historical data to examine how a strategy would have performed under specific past conditions; simulated trading, by contrast, lets you get familiar with strategy execution and trading operations in an environment close to live markets.
The recommended order is: backtest first, then simulate, and only then evaluate whether to move into live trading.
The recommended order is: backtest first, then simulate, and only then evaluate whether to move into live trading.
What should I do when I can't run the result in the backtest?
Please first check that your strategy conditions are complete, that the instrument and data range are supported, and that your parameter settings are reasonable.
If the product interface offers a clear or reset function, you can also reset your strategy conditions and try again. Contact support if needed.
If the product interface offers a clear or reset function, you can also reset your strategy conditions and try again. Contact support if needed.